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NEFOX vs NEFSX

Shared holdings
41
NEFOX covered by NEFSX
58.89%
NEFSX covered by NEFOX
58.89%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NEFOX (March 31, 2026)

SecurityWeight
CONOCOPHILLIPS3.22%
TARGA RESOURCES CORP3.19%
INTERCONTINENTAL EXCHANGE INC2.81%
MERCK & CO2.78%
CORTEVA INC2.77%
AIRBNB INC CLASS A2.71%
FIXED INC CLEARING CORP.REPO2.64%
SALESFORCE INC2.64%
KEURIG DR PEPPER INC2.49%
CITIGROUP INC2.48%
WILLIS TOWERS WATSON PLC2.47%
DELTA AIR LI2.32%
PHILLIPS 662.26%
SCHWAB CHARLES CORP2.24%
ALLY FINANCIAL INC2.24%
FIRST CITIZENS BANCSHARES INC CL A2.23%
AMERICAN INTERNATIONAL GROUP2.20%
ELEVANCE HEALTH INC2.18%
ZIMMER BIOMET HO2.16%
FISERV INC2.16%
ALPHABET INC CL A2.11%
CAPITAL ONE FINANCIAL CORP1.95%
IQVIA HOLDINGS INC1.92%
GE HEALTHCARE TECHNOLOGIES INC WI1.85%
UNION PACIFIC CORP1.82%
EQUIFAX INC1.72%
GENERAL MOTORS CO1.69%
AERCAP HOLDINGS NV1.64%
REINSURANCE GROUP OF AMERICA1.61%
CARLYLE GROUP INC (THE)1.52%
GLOBAL PAYMENTS INC1.52%
NIKE INC CL B1.49%
STATE STREET CORP1.49%
NETFLIX INC1.48%
COMCAST CORP CL A1.45%
BANK OF AMERICA CORPORATION1.45%
NASDAQ INC1.34%
AMRIZE LTD1.33%
MARSH & MCLENNAN1.28%
ROPER TECHNOLOGIES INC1.26%
WELLS FARGO & CO1.23%
ADOBE INC1.22%
ACCENTURE PLC CL A1.21%
CDW CORPORATION1.19%
RAYMOND JAMES FINANCIAL INC.1.18%
CHARTER COMMUNICATIONS INC A1.14%
AMAZON.COM INC1.14%
EOG RESOURCES INC1.06%
MARATHON PETROLEUM CORP1.06%
CONSTELLATION BRANDS INC CL A0.98%

NEFSX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.27%
ALPHABET INC CL A4.46%
TESLA INC3.35%
META PLATFORMS INC CL A3.13%
CONOCOPHILLIPS2.88%
NETFLIX INC2.85%
AMAZON.COM INC2.64%
PHILLIPS 662.39%
SALESFORCE INC2.38%
TARGA RESOURCES CORP2.10%
CITIGROUP INC2.05%
CORTEVA INC1.91%
STATE STREET CORP1.90%
WILLIS TOWERS WATSON PLC1.88%
BOEING CO/THE1.86%
MERCK & CO1.81%
AIRBNB INC CLASS A1.81%
INTERCONTINENTAL EXCHANGE INC1.80%
ORACLE CORP1.73%
KEURIG DR PEPPER INC1.71%
SCHWAB CHARLES CORP1.70%
BANK OF AMERICA CORPORATION1.68%
MONSTER BEVERAGE CORP1.67%
DELTA AIR LI1.62%
AMERICAN INTERNATIONAL GROUP1.61%
CAPITAL ONE FINANCIAL CORP1.56%
VISA INC-CLASS A1.56%
FISERV INC1.52%
UNION PACIFIC CORP1.45%
ELEVANCE HEALTH INC1.44%
ZIMMER BIOMET HO1.43%
GENERAL MOTORS CO1.27%
ALNYLAM PHARMACEUTICALS INC1.26%
FIXED INC CLEARING CORP.REPO1.22%
WELLS FARGO & CO1.20%
FIRST CITIZENS BANCSHARES INC CL A1.19%
NIKE INC CL B1.19%
REGENERON PHARMACEUTICALS INC1.14%
EQUIFAX INC1.12%
WARNER BROS DISCOVERY INC1.09%
GE HEALTHCARE TECHNOLOGIES INC WI1.09%
IQVIA HOLDINGS INC1.07%
ARM HOLDINGS LTD1.03%
MICROSOFT CORP1.02%
SHOPIFY INC CL A0.99%
AUTODESK INC0.99%
GLOBAL PAYMENTS INC0.92%
CBRE GROUP INC - CL A0.90%
CHARTER COMMUNICATIONS INC A0.89%
WALT DISNEY CO/T0.87%

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